Member Success Manager; Juneau

Our client: Our client Team Members are united in their collective effort to achieve member goals, proactively providing solutions tailored to individual Member needs. They are pleased to ensure that each Member has a positive service experience and sound financial advice.

The Perks:

• Medical
• Vision
• Life Insurance
• Flexible Spending Account
• 401(k) Matching
• Paid Time Off
• Training Provided
• Tuition Reimbursement
• Consults with members.
• Identifies needs, offers solutions, and follows up on any pending transactions.
• Holds conversations that matter with members either in person or over the phone.
• Calls on various call reports to garner more business throughout the workday and during scheduled call nights throughout the month.
• Performs various job duties, including but not limited to:
  Escorting members to appropriate destinations for the appropriate resolution, receiving and disbursing funds, opening new accounts/sub-shares, and originating loans.
• As needed, inputs, processes, and funds consumer loan types such as Closed-end Signature and VISA.
• Performs a wide variety of account maintenance, including issuing/re-pinning ATM/Debit Cards, changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts, notary services, and issuing Cashier’s Checks.
• Recommends and refers appropriate products and services, including Mortgage, Investment Services, and Autoland, through conversations that matter with members.
• Ensures the branch is in balance, including the TCR.
• Identifies and reports any suspicious behavior or suspected fraud activity.
• Completes all required training and compliance modules.
• Supports and participates in continuous improvement activities and Credit Union events such as:
  Car Sales, Open House, and Open Enrollments, contributing to the achievement of organizational objectives as well as department and individual goals.
• Represents the Credit Union positively and professionally.
• Maintains member and other sensitive information with confidentiality.
• Treats all team members and members with respect
• Other related duties as assigned.
• 1 year of experience in a similar position and prior loan experience, and reaching service and performance goals
• Knowledge of all applicable Federal, State, and NCUA regulations, including but not limited to BSA, Regulation CC, Regulation D, and Regulation E
• Comprehensive knowledge of all deposit account products and all services
• Working knowledge of loan products and associated system(s) (Loans PQ – loans decisioning system)
• Proven ability to garner business
• Genuine interest in helping members through Conversations that Matter, and have an empathetic and caring nature
• Capable of working under pressure and with frequent interruptions
• Proficient in the operations of PC and Microsoft applications, including Outlook, Word, and Excel.
• Good verbal communication (in-person and over the phone), written communication, problem-solving, member service, and organizational skills.
• Successful completion of all compliance-related coursework, NMLS Registered

• Notary preferred

Job Type :
Full-Time

Education Level :
High School

Experience Level :
Entry Level

Job Function :
Customer Service, Finance, Marketing